Is your investment strategy built for the reality of 2026, or are you holding onto a "zombie" portfolio?
Summary: In this deep-dive episode, Adam Lawrence breaks down the convergence of macroeconomic shifts and regulatory hammers hitting the UK property market. From the "Trumpomics" ripple effect to the government's 152-page Warm Homes Plan, we analyze why the gap between the North and South is widening into a canyon and what the 84% collapse in London construction starts means for your exit strategy.
What we cover this week:
Trumpomics & Global Yields: How US tariffs and Arctic cooperation are jerking the UK gilt and swap markets.
The 2026 Property Snapshot: Real-time stats on the "glut" of New Year listings and the 22% gap between asking and sold prices.
EPC C by 2030: A brutal look at the Warm Homes Plan. Is the £10,000 cap realistic, or will it force a mass landlord exodus?
The Green Mortgage Myth: Why the 7.5 bps "green discount" is a rounding error, not an incentive.
London's Construction Cliff Edge: Analyzing the "Molly Report"—why private construction has plummeted 84% and the "mid-market trap" for £1,200/sq. ft. apartments.
Regional Winners: Why Northern Ireland, Scotland, and the Northwest are seeing 90%+ of homes increase in value while the South stagnates.
Timestamps:
[ 00:00 ] – Intro: "Show me the incentive, I'll show you the outcome."
[ 02:08 ] – Trumpomics, Greenland, and the impact on UK yields.
[ 05:15 ] – UK Property Market Stats: The 2026 Week 2 breakdown.
[ 11:25 ] – Macro Outlook: Unemployment, wage growth, and the 5.7% prediction.
[ 33:30 ] – Deep Dive: The EPC "Warm Homes Plan" and the 2030 deadline.
[ 48:40 ] – The Bank of England's take on Green Mortgages.
[ 55:05 ] – The London Development Collapse: "Zombie sites" and the construction cliff.
[ 01:03:20 ] – Zupla 2025 Analysis: The Great Regional Decoupling.
[ 01:12:40 ] – Outro & Upcoming Manchester Workshop details.
Links & Resources:
Next Workshop: Property Business Workshop (Manchester - Wed 22nd April). Book here: www.tinyurl.com/pbwten
Follow Adam on Socials: https://www.linkedin.com/in/adamglawrence/
Subscribe to the Supplement: https://www.linkedin.com/newsletters/propenomix-sunday-supplement-7164384154992771072/
Keywords: UK Property Market 2026, EPC Regulations 2030, Warm Homes Plan, Buy to Let Strategy, UK Inflation, Green Mortgages, London Property Crash, Propenomix, Adam Lawrence, Real Estate Investing UK.
